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IBM CEO: Z revenue is "deferred not destroyed"

IBM executives attempt to assuage concerns after poor quarterly performance

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IBM CEO: Z revenue is "deferred not destroyed"

IBM Z mainframe revenue dropped 42% Q2 2026, as customers shifted capex to secure supply-constrained servers/storage. CEO Krishna maintains this is deferral—Z still generates $3B software per $1B hardware, signaling mainframe remains critical for enterprise capex decisions.

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mercoledì 22 luglio 2026·datacenterdynamics.com
IBM CEO: Z revenue is "deferred not destroyed"
IBM executives attempt to assuage concerns after poor quarterly performance
mercoledì 22 luglio 2026·thenextweb.com
IBM cuts full-year sales outlook after mainframe demand drops 42 percent in Q2
IBM lowered its revenue growth forecast to four to five percent from more than five percent after mainframe sales fell 42 percent in the second quarter

IBM CEO: Z revenue is "deferred not destroyed"

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IBM CEO: Z revenue is "deferred not destroyed"

Timeline cronologica

IBM CEO: Z revenue is "deferred not destroyed"

IBM cuts full-year sales outlook after mainframe demand drops 42 percent in Q2

IBM cuts full-year sales outlook after mainframe demand drops 42 percent in Q2

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IBM's Q2 Deal Slippage Is a 'Temporary Speed Bump,' Says Michael Lee as CEO Arvind Krishna Says Delayed D

IBM cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending

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IBM Q2 2026 revenue misses estimates, lowers full-year growth guidance

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After shocking quarter, IBM insists that AI isn't killing the mainframe | TechCrunch

IBM's Q2 Deal Slippage Is a 'Temporary Speed Bump,' Says Michael Lee as CEO Arvind Krishna Says Delayed D

IBM misses Q2 estimates, lowers full-year revenue growth outlook as clients shift spending to AI